Below is yesterdays stock heatmap across the S&P500 sectors, there’s a few specs of green if you look closely enough. Despite all the doom & gloom in the media we are still only about 5% from all time highs, you would think it was more like 30% No one knows whats going to happen so…

Fred Wilson & USV have been early investors in many early trends, and they are active, early investors in blockchain start ups, think Coinbase. In a post ‘Open Finance First Open Data Second‘ he shares a slide of how they see this panning out over time. I believe we are a few years away from…

Yesterday Argentina’s stock market fell 48%, the 2nd biggest one day loss in 70 years. Sri Lanka takes top spot with a near 62% fall in 1989. I have followed and traded a relatively under followed Argentinian financial services company for a while called Grupo Fin Galicia (GGAL). I will be keeping a close eye…

Tom Tunguz posted some interesting data last week about where seed investors are putting their money to work. This gives us a good insight into the future. Blockchain is parabolic. FinTech & AI are hoovering up cash. BIG data, in Toms words: ‘Big Data’s heyday is yesterday. The world has moved on from MapReduce jobs…

Technology & innovation is moving at breakneck pace. In the next 15 – 20 years the big banks we have associated with our high streets all our lives probably won’t exist anymore, FinTech & crypto are coming for them in a big way. Our children will probably look back & think our banking systems we’re…

A good read on the streaming wars going on, well Disney CEO says they are not after Netflix with Disney ++ so we might not be at war, yet. https://redef.com/original/the-streaming-wars-its-models-surprises-and-remaining-opportunities